Using dossier management, can i move files in a case to other subsite and library in SharePoint Online?

Answered

Håkan Östlund

• Created August 11, 2017 07:27

I’m building a solution for a customer using dossier management on SharePoint Online. In this case I need to move the documents from a case file to another subsite and library as the case is closed. How do I do that?

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• 

  Matthias Walter

  • August 11, 2017 15:42

  Hi Håkan Östlund,

  there is no standard action yet to achieve this, but you could do the following.

  you can create an skybow action links and configure 2 actions:

  1. Update List Item action to set this case to closed
  2. Start Workflow or Execute Script action to move the documents afterwards

  you can do the same directly within the form e.g. on the Save button (double-click to convert into a skybow Action Button)

  Unfortunately you need to have js programming skills and the knowledge of the SharePoint client side API to do it via the execute script action. You can ask for our paid professional services to develop this for you if needed.

   

  BR Matthias

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